RF&L WEALTH MANAGEMENT, LLC
RIA/Wealth
RF&L WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Acton, MA led by Andrew Walpert Hass, reporting $325.4M in AUM as of Q3 2025 with 68% ETF concentration and 51% concentrated in top 10 holdings.
PresidentAndrew Walpert Hass
- Portfolio Value
- $170.4M
- Positions
- 60
- Top Holding
- DFAT at 9.93%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in RF&L WEALTH MANAGEMENT, LLC's portfolio (50.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.9M | 9.93% | +$39.6K Bought | — 290.6K shares | |
ETF ETF | $11.0M | 6.48% | -$51.3K Sold | — 286.2K shares | |
ETF ETF | $10.6M | 6.22% | -$27.5K Sold | — 146.4K shares | |
ETF ETF | $9.3M | 5.44% | +$69.7K Bought | — 207.6K shares | |
ETF ETF | $8.4M | 4.92% | +$410.7K Bought | — 106.2K shares | |
Consumer Electronics Technology | $7.2M | 4.23% | -$2.5K Sold | 0.00% 28.3K shares | |
ETF ETF | $6.4M | 3.74% | +$98.4K Bought | — 93.2K shares | |
ETF ETF | $5.9M | 3.46% | +$239.8K Bought | — 127.9K shares | |
Specialty Retail Consumer Cyclical | $5.6M | 3.32% | +$25.5K Bought | 0.00% 25.7K shares | |
Software - Infrastructure Technology | $5.4M | 3.16% | +$23.3K Bought | 0.00% 10.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in RF&L WEALTH MANAGEMENT, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+107.56% | |
+33.69% | |
+14.93% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-12.2% | |
-6.31% | |
-3.13% | |
-2.33% |
Analytics
Portfolio insights and performance metrics for RF&L WEALTH MANAGEMENT, LLC
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